Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Uti Equity Savings Fund 1
16.32% 11.04% 10.57% % % 17.28% 11.96% 11.48% % % 4.69% -2.43% -3.80% 1.84% 0.96 0.39 0.75
Union Equity Savings Fund 2
13.10% 7.61% 8.38% % % 13.66% 8.22% 8.97% % % 4.19% -3.91% -3.97% -1.96% 1.09 0.01 0.00
Kotak Equity Savings Fund 3
18.54% 12.04% 10.92% 9.85% % 19.82% 13.20% 12.02% 10.84% % % % % %
Sundaram Equity Savings … 4
18.73% % % % % % % % % % % % % %
Hdfc Equity Savings Fund 5
16.70% 11.43% 10.68% 8.97% 9.85% 17.75% 12.42% 11.60% 10.09% 10.91% % % % %
Sbi Equity Savings Fund 6
18.35% 10.44% 10.94% 9.18% % 18.97% 11.03% 11.59% 10.14% % % % % %
Axis Equity Saver Fund 7
16.36% 9.45% 9.57% 8.82% % 17.80% 10.88% 11.01% 10.18% % % % % %
Mirae Asset Equity Savin… 8
15.91% 10.29% 11.78% % % 17.04% 11.39% 12.94% % % % % % %
Aditya Birla Sun Life Eq… 9
12.41% 7.28% 8.64% 6.83% % 13.14% 8.30% 9.66% 7.89% % 4.89% -7.05% -6.77% -1.98% 0.89 -0.04 -0.13
Invesco India Equity Sav… 10
19.31% 9.04% 8.62% % % 21.15% 10.82% 10.46% % % % % % %
Edelweiss Equity Savings… 11
15.42% 9.61% 10.07% 9.20% % 16.61% 10.99% 11.34% 10.41% % % % % %
Baroda Bnp Paribas Equit… 12
14.89% 8.47% % % % 16.06% 9.61% % % % % % % %
Tata Equity Savings Fund 13
14.75% 9.09% 8.93% 7.31% 7.80% 15.56% 10.12% 10.03% 8.40% 8.87% % % % %
Dsp Equity Savings Fund 14
14.37% 9.11% 9.24% 7.65% % 15.31% 10.18% 10.55% 9.06% % % % % %
Nippon India Equity Savi… 15
11.39% 8.81% 3.74% 3.51% % 12.36% 9.74% 4.61% 4.45% % % % % %
Franklin India Equity Sa… 16
12.31% 8.60% 8.20% % % 13.28% 9.85% 9.65% % % % % % %
Idfc Equity Savings Fund 17
10.15% 7.12% 7.73% 6.56% 6.62% 11.25% 8.23% 8.84% 7.65% 7.60% % % % %
Pgim India Equity Saving… 18
8.54% 7.08% 7.50% 6.92% % 9.40% 8.03% 8.58% 8.05% % % % % %

Return Calculated On: 08 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Equity Savings Fund 13489.2 12674.56 44452.8 40560.23 90798.0 74667.24 133392.0 111475.31
Baroda BNP Paribas Equity Savings Fund 13786.8 12915.13 45939.6 42048.14
DSP Equity Savings Fund 13724.4 12848.12 46760.4 41716.33 93318.0 77588.04 140683.2 115892.95
Edelweiss Equity Savings Fund 13850.4 12926.17 47412.0 42199.85 96924.0 78188.52 155576.4 119174.75
Franklin India Equity Savings Fund 13477.2 12668.22 46116.0 40852.15 88992.0 75578.82
HDFC Equity Savings Fund 14004.0 13005.91 49809.6 42971.0 99666.0 81601.38 153300.0 123155.09 306936.0 203631.72 779220.0 395901.0
IDFC Equity Savings Fund 13218.0 12571.44 44254.8 40275.32 87078.0 73268.82 131056.8 109171.19 227808.0 171016.2 479322.0 308200.14
Invesco India Equity Savings Fund 14317.2 13140.72 46677.6 42598.44 90708.0 76801.38
Kotak Equity Savings Fund 14224.8 13113.61 50630.4 43820.39 100734.0 81726.18 162094.8 124397.78
Mirae Asset Equity Savings Fund 13909.2 12910.82 48297.6 42431.58 104724.0 80915.94
Nippon India Equity Savings Fund 13366.8 12736.33 46371.6 41539.9 72090.0 73892.28 106915.2 102534.85
SBI Equity Savings Fund 14202.0 12941.83 48492.0 42968.92 100818.0 80858.7 155349.6 122562.55
Sundaram Equity Savings Fund 14247.6 13066.84
Tata Equity Savings Fund 13770.0 12936.18 46731.6 41929.99 92016.0 76857.9 137676.0 115162.32 254244.0 181734.6 519732.0 331396.38
Union Equity Savings Fund 13572.0 12757.87 44863.2 41056.13 89742.0 74659.02
UTI Equity Savings Fund 13958.4 12958.8 49291.2 43203.17 99162.0 81335.88
PGIM India Equity Savings Fund 13024.8 12531.25 44204.4 39910.61 86148.0 72930.24 134156.4 109395.89
Axis Equity Saver Fund 13963.2 12943.2 47199.6 41949.9 94770.0 77693.7 151804.8 118050.24

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life Equity Savings Fund 13576.8 12717.72 45730.8 41101.42 95160.0 76545.66 142934.4 115553.09
Baroda BNP Paribas Equity Savings Fund 13927.2 12987.01 47412.0 42756.3
DSP Equity Savings Fund 13837.2 12906.59 48153.6 42300.18 99078.0 79855.14 154190.4 121206.46
Edelweiss Equity Savings Fund 13993.2 12995.52 49219.2 43001.14 102660.0 80770.5 168042.0 124672.13
Franklin India Equity Savings Fund 13593.6 12721.75 47718.0 41542.49 95118.0 78059.1
HDFC Equity Savings Fund 14130.0 13070.4 51156.0 43598.2 103884.0 83590.86 164606.4 127543.58 338112.0 215420.52
IDFC Equity Savings Fund 13350.0 12639.29 45640.8 40925.88 91644.0 75330.06 140716.8 113534.06 249672.0 180677.52
Invesco India Equity Savings Fund 14538.0 13252.55 48996.0 43683.88 98664.0 80266.32
Kotak Equity Savings Fund 14378.4 13193.18 52221.6 44572.79 105822.0 84067.2 172670.4 129221.99
Mirae Asset Equity Savings Fund 14044.8 12981.16 49759.2 43107.62 110256.0 83205.54
Nippon India Equity Savings Fund 13483.2 12798.73 47581.2 42124.32 75174.0 75598.26 113962.8 105783.3
SBI Equity Savings Fund 14276.4 12979.18 49276.8 43330.93 103818.0 82116.24 165135.6 125720.78
Tata Equity Savings Fund 13867.2 12986.24 48070.8 42490.44 96744.0 78845.46 147764.4 119551.07 280584.0 192157.68
Union Equity Savings Fund 13639.2 12793.56 45633.6 41399.86 92208.0 75741.84
UTI Equity Savings Fund 14073.6 13018.27 50522.4 43780.18 103296.0 83206.68
PGIM India Equity Savings Fund 13128.0 12585.3 45392.4 40428.9 90564.0 74794.62 144454.8 113568.17
Axis Equity Saver Fund 14136.0 13030.54 49075.2 42809.0 101148.0 80523.42 165555.6 124092.44

As On: 08 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.00%
-0.05%
0.35%
2.42%
5.56%
12.41%
7.28%
8.64%
6.83%
%
%
Baroda BNP Paribas Equity Savings Fund
0.13%
-0.64%
0.11%
2.48%
8.72%
14.89%
8.47%
%
%
%
%
DSP Equity Savings Fund
-0.06%
-0.32%
0.34%
3.14%
7.94%
14.37%
9.11%
9.24%
7.65%
%
%
Edelweiss Equity Savings Fund
0.04%
-0.45%
0.49%
2.38%
8.05%
15.42%
9.61%
10.07%
9.20%
%
%
Franklin India Equity Savings Fund
0.01%
-0.11%
0.05%
1.94%
5.64%
12.31%
8.60%
8.20%
%
%
%
HDFC Equity Savings Fund
0.15%
-0.47%
-0.10%
2.16%
9.73%
16.70%
11.43%
10.68%
8.97%
9.85%
10.26%
IDFC Equity Savings Fund
-0.04%
-0.13%
-0.05%
1.75%
5.16%
10.15%
7.12%
7.73%
6.56%
6.62%
6.75%
Invesco India Equity Savings Fund
0.27%
-0.64%
0.74%
3.19%
10.41%
19.31%
9.04%
8.62%
%
%
%
Kotak Equity Savings Fund
0.38%
-0.60%
0.18%
2.18%
10.78%
18.54%
12.04%
10.92%
9.85%
%
%
Mirae Asset Equity Savings Fund
0.08%
-0.52%
0.12%
2.23%
8.83%
15.91%
10.29%
11.78%
%
%
%
Nippon India Equity Savings Fund
0.02%
-0.12%
0.49%
2.08%
7.11%
11.39%
8.81%
3.74%
3.51%
%
%
SBI Equity Savings Fund
0.12%
-0.42%
0.28%
1.89%
7.78%
18.35%
10.44%
10.94%
9.18%
%
%
Sundaram Equity Savings Fund
0.16%
-0.79%
0.36%
3.46%
9.49%
18.73%
%
%
%
%
%
Tata Equity Savings Fund
0.17%
-0.24%
0.38%
2.83%
9.04%
14.75%
9.09%
8.93%
7.31%
7.80%
7.32%
Union Equity Savings Fund
0.06%
-0.51%
-0.26%
1.57%
7.47%
13.10%
7.61%
8.38%
%
%
%
UTI Equity Savings Fund
0.00%
-0.26%
0.24%
2.58%
8.87%
16.32%
11.04%
10.57%
%
%
%
PGIM India Equity Savings Fund
0.00%
-0.13%
0.06%
1.71%
4.89%
8.54%
7.08%
7.50%
6.92%
%
%
Axis Equity Saver Fund
0.10%
-0.55%
-0.25%
1.67%
9.08%
16.36%
9.45%
9.57%
8.82%
%
%

As On: 08 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life Equity Savings Fund
0.00%
-0.05%
0.41%
2.57%
5.83%
13.14%
8.30%
9.66%
7.89%
%
%
Baroda BNP Paribas Equity Savings Fund
0.14%
-0.63%
0.20%
2.74%
9.26%
16.06%
9.61%
%
%
%
%
DSP Equity Savings Fund
-0.06%
-0.31%
0.41%
3.35%
8.39%
15.31%
10.18%
10.55%
9.06%
%
%
Edelweiss Equity Savings Fund
0.05%
-0.43%
0.57%
2.59%
8.56%
16.61%
10.99%
11.34%
10.41%
%
%
Franklin India Equity Savings Fund
0.01%
-0.10%
0.12%
2.14%
6.02%
13.28%
9.85%
9.65%
%
%
%
HDFC Equity Savings Fund
0.16%
-0.45%
-0.02%
2.38%
10.22%
17.75%
12.42%
11.60%
10.09%
10.91%
%
IDFC Equity Savings Fund
-0.04%
-0.11%
0.03%
2.00%
5.67%
11.25%
8.23%
8.84%
7.65%
7.60%
%
Invesco India Equity Savings Fund
0.27%
-0.61%
0.86%
3.57%
11.25%
21.15%
10.82%
10.46%
%
%
%
Kotak Equity Savings Fund
0.38%
-0.58%
0.27%
2.46%
11.38%
19.82%
13.20%
12.02%
10.84%
%
%
Mirae Asset Equity Savings Fund
0.08%
-0.50%
0.21%
2.49%
9.37%
17.04%
11.39%
12.94%
%
%
%
Nippon India Equity Savings Fund
0.02%
-0.10%
0.56%
2.31%
7.59%
12.36%
9.74%
4.61%
4.45%
%
%
SBI Equity Savings Fund
0.12%
-0.41%
0.32%
2.02%
8.05%
18.97%
11.03%
11.59%
10.14%
%
%
Tata Equity Savings Fund
0.17%
-0.23%
0.43%
3.00%
9.42%
15.56%
10.12%
10.03%
8.40%
8.87%
%
Union Equity Savings Fund
0.12%
-0.43%
-0.19%
1.71%
7.71%
13.66%
8.22%
8.97%
%
%
%
UTI Equity Savings Fund
0.00%
-0.24%
0.31%
2.80%
9.32%
17.28%
11.96%
11.48%
%
%
%
PGIM India Equity Savings Fund
0.00%
-0.11%
0.12%
1.90%
5.30%
9.40%
8.03%
8.58%
8.05%
%
%
Axis Equity Saver Fund
0.09%
-0.53%
-0.18%
1.96%
9.76%
17.80%
10.88%
11.01%
10.18%
%
%

As On: 08 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
10.57%
7.90%
8.68%
7.95%
%
%
Baroda BNP Paribas Equity Savings Fund
14.41%
10.35%
%
%
%
%
DSP Equity Savings Fund
13.34%
9.81%
10.22%
9.04%
%
%
Edelweiss Equity Savings Fund
14.59%
10.59%
10.53%
9.82%
%
%
Franklin India Equity Savings Fund
10.47%
8.38%
9.17%
%
%
%
HDFC Equity Savings Fund
15.87%
11.84%
12.25%
10.74%
10.20%
9.83%
IDFC Equity Savings Fund
8.93%
7.42%
7.92%
7.37%
6.89%
6.81%
Invesco India Equity Savings Fund
18.05%
11.24%
9.81%
%
%
%
Kotak Equity Savings Fund
17.61%
13.19%
12.31%
11.02%
%
%
Mirae Asset Equity Savings Fund
14.34%
10.97%
11.91%
%
%
%
Nippon India Equity Savings Fund
11.55%
9.52%
8.26%
5.61%
%
%
SBI Equity Savings Fund
14.84%
11.83%
11.88%
10.61%
%
%
Sundaram Equity Savings Fund
16.86%
%
%
%
%
%
Tata Equity Savings Fund
14.75%
10.15%
9.84%
8.86%
8.04%
7.69%
Union Equity Savings Fund
11.90%
8.72%
8.67%
%
%
%
UTI Equity Savings Fund
15.12%
12.21%
12.12%
%
%
%
PGIM India Equity Savings Fund
8.30%
6.81%
7.74%
7.43%
%
%
Axis Equity Saver Fund
14.86%
10.19%
10.27%
9.56%
%
%

As On: 08 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life Equity Savings Fund
11.26%
8.80%
9.67%
8.96%
%
%
Baroda BNP Paribas Equity Savings Fund
15.57%
11.49%
%
%
%
%
DSP Equity Savings Fund
14.28%
10.75%
11.38%
10.30%
%
%
Edelweiss Equity Savings Fund
15.71%
11.88%
11.84%
11.09%
%
%
Franklin India Equity Savings Fund
11.32%
9.52%
10.46%
%
%
%
HDFC Equity Savings Fund
16.92%
12.84%
13.22%
11.72%
11.26%
%
IDFC Equity Savings Fund
10.01%
8.51%
9.03%
8.47%
7.93%
%
Invesco India Equity Savings Fund
19.87%
12.97%
11.58%
%
%
%
Kotak Equity Savings Fund
18.91%
14.37%
13.45%
12.09%
%
%
Mirae Asset Equity Savings Fund
15.48%
12.05%
13.04%
%
%
%
Nippon India Equity Savings Fund
12.55%
10.47%
9.18%
6.48%
%
%
SBI Equity Savings Fund
15.44%
12.41%
12.50%
11.32%
%
%
Tata Equity Savings Fund
15.56%
11.06%
10.86%
9.91%
9.10%
%
Union Equity Savings Fund
12.47%
9.29%
9.25%
%
%
%
UTI Equity Savings Fund
16.07%
13.12%
13.04%
%
%
%
PGIM India Equity Savings Fund
9.15%
7.68%
8.75%
8.47%
%
%
Axis Equity Saver Fund
16.27%
11.58%
11.71%
10.96%
%
%